君正股份：三季度DRAM持续涨价且需求坚挺供应紧张预估四季度涨价将持续

格隆汇08-31

君正股份(300223.SZ)发布投资者关系活动记录表公告，三季度DRAM持续涨价且需求坚挺供应紧张，预估四季度涨价将持续；SRAM及Flash部分产品三、四季度陆续涨价，受AI服务器需求增长影响大容量512MbFlash供应开始紧张。今年全年存储芯片销量预计增长20%左右，明年下半年有望落地新产能资源。3D堆叠DRAM主要面向端侧AI的应用，目前正与端侧芯片算力公司积极配合。

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君正股份：三季度DRAM持续涨价且需求坚挺供应紧张 预估四季度涨价将持续

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君正股份：三季度DRAM持续涨价且需求坚挺供应紧张预估四季度涨价将持续